MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$829M
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,899
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.75M
3
+$4.25M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.92M
5
AAPL icon
Apple
AAPL
+$2.96M

Top Sells

1
+$3.79M
2
+$1.8M
3
+$1.47M
4
DWAS icon
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
+$1.46M
5
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.44M

Sector Composition

1 Technology 6.47%
2 Energy 5.58%
3 Healthcare 5.2%
4 Financials 4.84%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$9K ﹤0.01%
+187
1877
$9K ﹤0.01%
105
1878
$9K ﹤0.01%
+690
1879
$9K ﹤0.01%
416
-106
1880
$9K ﹤0.01%
500
-39
1881
$9K ﹤0.01%
627
1882
$9K ﹤0.01%
+100
1883
$9K ﹤0.01%
600
1884
$9K ﹤0.01%
410
-150
1885
$9K ﹤0.01%
400
1886
$9K ﹤0.01%
1,000
1887
$9K ﹤0.01%
311
1888
$9K ﹤0.01%
+62
1889
$8K ﹤0.01%
1,000
-409
1890
$8K ﹤0.01%
137
1891
$8K ﹤0.01%
111
1892
$8K ﹤0.01%
+550
1893
$8K ﹤0.01%
330
1894
$8K ﹤0.01%
348
1895
$8K ﹤0.01%
214
-4
1896
$8K ﹤0.01%
174
1897
$8K ﹤0.01%
500
1898
$8K ﹤0.01%
50
1899
$8K ﹤0.01%
493
-1,922
1900
$8K ﹤0.01%
1,210
74 75
76
77 78